Planned Giving - JFCS of Greater Philadelphia
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Planned Giving

Plan a gift with lasting impact

By establishing an endowed fund at the Jewish Family and Children’s Service of Greater Philadelphia, you can create a legacy of support for community members in need, ensuring that vital programs are in place for future generations. People of both modest and significant means can perpetuate their giving through a variety of vehicles. We will work closely with you to develop your individualized giving plan so that it meets your personal philanthropic goals and areas of interest while perpetuating the mission of JFCS.

Benefits of Planned Giving

  • Tax advantages
  • Assurance that your wishes will be honored
  • Opportunity to leave a legacy to JFCS

Several Ways to Give

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Gifts of cash, securities or appreciated property
A direct contribution of cash, stock or property through our JFCS Endowment Fund is the easiest way to make a planned gift. Your gift will help the agency meet its current needs, and extend the impact of your gift well into the future.
Charitable bequests
By simply including a clause in your will or codicil, you can ensure a lasting legacy to JFCS. Your estate receives a Federal estate tax deduction for the gift. JFCS can provide you or your attorney with the suggested language.
Life income gifts/charitable remainder trust
A CRT is an irrevocable trust into which you can donate assets in exchange for income, either for life or for a specific term of years. After the trust term ends, or all income beneficiaries have passed away, the remaining principal is gifted to JFCS.
Insurance
Naming JFCS as the owner and irrevocable beneficiary of a life insurance policy is one of the most convenient ways to make a significant future gift to JFCS; premium payments on the policy are tax deductible. You can also gift existing insurance policies, and may be entitled to a tax deduction for the approximate cash surrender value.